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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,019 | $153,769-16.7% | $133,975-4.4% | $273,972-53.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.13% | 36.51%-24.4pp | 29.29%-17.2pp | 41.46%-29.3pp |
| Employer contribution / active EE | $11,500 | $6,029+90.8% | $5,211+120.7% | $4,869+136.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $328 | $11,765-97.2% | $9,324-96.5% | $10,133-96.8% |